Position in HDB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,967,031
+$201,348 QoQ
Shares Held
76,153
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#252
of 551 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in HDB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Naviter Wealth, LLC holds $16,111,057 across 11 Banks - Regional names. HDB ranks #5 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFG |
Mizuho Financial Group Inc
|
338,599 | $3,243,778 | |
| 2 | OZK |
Bank OZK
|
53,704 | $2,797,441 | |
| 3 | LYG |
Lloyds Banking Group plc
|
451,862 | $2,634,355 | |
| 4 | IBN |
Icici Bank Ltd
|
69,186 | $2,008,469 | |
| 5 | HDB |
Hdfc Bank Ltd
This page
|
76,153 | $1,967,031 | |
| 6 | NWG |
NatWest Group plc
|
72,736 | $1,282,335 | |
| 7 | ITUB |
Itau Unibanco Holding S.A.
|
99,882 | $816,035 | |
| 8 | KB |
KB Financial Group Inc.
|
6,408 | $672,583 |
All Filings in HDB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,967,031 | 76,153 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,765,683 | 70,968 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,527,983 | 69,184 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,878,560 | 84,267 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,092,791 | 40,339 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,551,960 | 38,410 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,482,812 | 38,879 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,613,881 | 41,782 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,693,947 | 41,877 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,858,315 | 33,202 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,321,060 | 19,685 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,034,032 | 17,523 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,338,240 | 19,200 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,141,323 | 17,119 | Shares | Sole | 2023-04-12 | |
| No filing history on record for this holder in this stock. | ||||||